INVESTMENT FOCUS
Successful Small Companies with Growth Potential
Ideal Small Company Characteristics
- Annual revenue between $500 thousand and $10 million
- Annual cash flow between $200 thousand and $5 million
And at least one of the following:
- Sustainable competitive advantage
- Leadership position in a niche market
- Proven management team
- Quality brand name
- Established, proprietary product line
- Strong regional presence
Transactions that Meet the Needs of Company Owners
- Acquisitions
- Family and Founder-led Company Transitions
- Generational Transitions
- Management Buyouts
- Leveraged Buyouts
- Recapitalizations
- Growth Capital
- Corporate Spin-Offs
Types of Companies We Own or are Seeking
- We are seeking excellent, “boring” businesses in services, healthcare, manufacturing, distribution, and other industries that meet our investment criteria.
- Low capital intensity
- Net profit margins greater than 10%
- Low amounts of debt
- Located in United States, primarily Texas